Job Description
Who is Private Client Resources (PCR)?
PCR is a fast growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from thousands of banks, custodians, and fund managers. We are trusted by over 250 firms that span the entire wealth management spectrum including leading global private banks, advisors, wealthy families, and wealth-tech firms.
What is the Enrollment Analyst Role?
A critical element of our service is obtaining the consent from account owners that direct their banks and fund managers (Counterparties) to share data with PCR as an interested party. Our team of Enrollment Analysts operate a proprietary technology platform, follow-up with clients and counterparties and ensure that these consents are obtained in a timely manner. As an Enrollment Analyst you will work as part of a global team collaborating with the world’s most important financial firms.
What will my mission statement be?
I will be a collaborative team member that clients enjoy working with because I deliver predictable results and communicate proactively.
What tools and processes will I have to accomplish my mission?
Proprietary Digital Enrollment technology to coordinate account owner and counterparty consent reconciliation
Real-time monitoring portal providing status of enrollment workflows
Analytics that identify needed intervention and follow-up
Automated CRM tools facilitate communication to counterparties during follow
Business intelligence tools to understand roadblocks and efficiency
What would my day look like?
10% planning and strategizing your daily plan using our analytic tools
40% following up with counterparties on the status of our LOA requests
20% ensuring the accuracy of our activity and tracking data
10% following up with internal teams servicing the enrollment process
20% interactions with your team members for learning and improvement.
What is the nature of the team I will work with?
You will be a Managing a team in our diverse operations group consisting of 6 members within the US and India.
What would be my specific responsibilities?
Collaborate with team members to develop clients' account enrollment plan including sequencing and expected time to activate accounts.
Assist Client with use of our Enrollment Tool including bulk loading of accounts and generation of Letters of Authorization to be sent to account signers and their counterparties holding the data.
Monitor enrollment process using our analytics and dashboards to identify delayed activations and contact counterparties to facilitate resolution of issues.
Provide Client regular reports on progress and action items.
Coordinate with internal teams to ensure counterparty data is received and processed
What are the skills I must demonstrate to be successful?
• Comfort working in high-volume and metric-driven environments
• Self-starter with a drive for continuous improvement
• Enjoy professional interactions with a variety contacts
• Curious and easily adaptable to new processes and tools
• A team player that always supports their team members to achieve the team goals
• Strong Microsoft Excel skills (Vlook up and Pivot Tables)
What experience will set me apart for this role?
• 8-10 years' experience in the financial and wealth management sector is preferable
• Relevant experience in fund administration or RIA or Family Offices is mandatory
• Knowledge of the banking system (Retail, Private, Custody) workings of hedge funds and private equity investor relations is preferable
• Aptitude for building and maintaining client/stakeholder relationships is desirable
• Experience in developing operations measurement tools and processes is an added advantage
• Client facing experience is preferable
• Experience working in a fast paced, diverse and multi-tasking environment
What opportunities for advancement do I have?
There are many opportunities to grow in the manager role including more senior client facing responsibilities and supervisory opportunities. Additionally, the skills you learn will be valuable in other areas including our project management and customer support.
Am I required to work in the office?
You will work Monday -Friday from office shift timing is 1.00 pm- 10.00 Pm.
Why Choose to Work at PCR?
While established, PCR’s culture is more closely aligned to one of a startup. We value self-starters, learners, contributors, and creators that thrive on continuous improvement. We are also committed to an environment that appreciates the personal and professional objectives of our team members and foster a culture of listening and inclusion.
PCR is invested in the success of its employees. Employees are empowered through the company’s values to build trust, exhibit passion and to be team players. Through diversity and inclusion our employees bring different experiences and views that will drive innovation and collaboration that will benefit each other, our clients, partners, and stakeholders. We are committed to providing our employees with competitive compensation and benefits, training, opportunity for advancement, flexibility and work life balance and a safe place to work.
PCR is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind:
All employment decisions at PCR are based on business needs, job requirements and individual qualifications, without regard to national, social or ethnic origin, sex, age, physical, mental or sensory disability, ****** orientation, marital status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate.
PCR is a fast growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from thousands of banks, custodians, and fund managers. We are trusted by over 250 firms that span the entire wealth management spectrum including leading global private banks, advisors, wealthy families, and wealth-tech firms.
What is the Enrollment Analyst Role?
A critical element of our service is obtaining the consent from account owners that direct their banks and fund managers (Counterparties) to share data with PCR as an interested party. Our team of Enrollment Analysts operate a proprietary technology platform, follow-up with clients and counterparties and ensure that these consents are obtained in a timely manner. As an Enrollment Analyst you will work as part of a global team collaborating with the world’s most important financial firms.
What will my mission statement be?
I will be a collaborative team member that clients enjoy working with because I deliver predictable results and communicate proactively.
What tools and processes will I have to accomplish my mission?
Proprietary Digital Enrollment technology to coordinate account owner and counterparty consent reconciliation
Real-time monitoring portal providing status of enrollment workflows
Analytics that identify needed intervention and follow-up
Automated CRM tools facilitate communication to counterparties during follow
Business intelligence tools to understand roadblocks and efficiency
What would my day look like?
10% planning and strategizing your daily plan using our analytic tools
40% following up with counterparties on the status of our LOA requests
20% ensuring the accuracy of our activity and tracking data
10% following up with internal teams servicing the enrollment process
20% interactions with your team members for learning and improvement.
What is the nature of the team I will work with?
You will be a Managing a team in our diverse operations group consisting of 6 members within the US and India.
What would be my specific responsibilities?
Collaborate with team members to develop clients' account enrollment plan including sequencing and expected time to activate accounts.
Assist Client with use of our Enrollment Tool including bulk loading of accounts and generation of Letters of Authorization to be sent to account signers and their counterparties holding the data.
Monitor enrollment process using our analytics and dashboards to identify delayed activations and contact counterparties to facilitate resolution of issues.
Provide Client regular reports on progress and action items.
Coordinate with internal teams to ensure counterparty data is received and processed
What are the skills I must demonstrate to be successful?
• Comfort working in high-volume and metric-driven environments
• Self-starter with a drive for continuous improvement
• Enjoy professional interactions with a variety contacts
• Curious and easily adaptable to new processes and tools
• A team player that always supports their team members to achieve the team goals
• Strong Microsoft Excel skills (Vlook up and Pivot Tables)
What experience will set me apart for this role?
• 8-10 years' experience in the financial and wealth management sector is preferable
• Relevant experience in fund administration or RIA or Family Offices is mandatory
• Knowledge of the banking system (Retail, Private, Custody) workings of hedge funds and private equity investor relations is preferable
• Aptitude for building and maintaining client/stakeholder relationships is desirable
• Experience in developing operations measurement tools and processes is an added advantage
• Client facing experience is preferable
• Experience working in a fast paced, diverse and multi-tasking environment
What opportunities for advancement do I have?
There are many opportunities to grow in the manager role including more senior client facing responsibilities and supervisory opportunities. Additionally, the skills you learn will be valuable in other areas including our project management and customer support.
Am I required to work in the office?
You will work Monday -Friday from office shift timing is 1.00 pm- 10.00 Pm.
Why Choose to Work at PCR?
While established, PCR’s culture is more closely aligned to one of a startup. We value self-starters, learners, contributors, and creators that thrive on continuous improvement. We are also committed to an environment that appreciates the personal and professional objectives of our team members and foster a culture of listening and inclusion.
PCR is invested in the success of its employees. Employees are empowered through the company’s values to build trust, exhibit passion and to be team players. Through diversity and inclusion our employees bring different experiences and views that will drive innovation and collaboration that will benefit each other, our clients, partners, and stakeholders. We are committed to providing our employees with competitive compensation and benefits, training, opportunity for advancement, flexibility and work life balance and a safe place to work.
PCR is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind:
All employment decisions at PCR are based on business needs, job requirements and individual qualifications, without regard to national, social or ethnic origin, sex, age, physical, mental or sensory disability, ****** orientation, marital status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate.
💡 Quick Summary
Seeking a career-building opportunity? The Bank Jobs position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.